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IYK icon

Sanctuary Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Sanctuary Advisors’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.12M Buy
30,280
+5,548
+22% +$399K 0.01% 932
2025
Q4 		$1.66M Buy
24,732
+4,674
+23% +$317K 0.01% 1037
2025
Q3 		$1.37M Buy
20,058
+3,304
+20% +$231K 0.01% 1116
2025
Q2 		$1.18M Buy
16,754
+4,330
+35% +$305K 0.01% 1124
2025
Q1 		$889K Buy
12,424
+3,270
+36% +$222K 0.01% 1187
2024
Q4 		$613K Sell
9,154
-2,095
-19% -$144K ﹤0.01% 1573
2024
Q3 		$787K Sell
11,249
-328
-3% -$22.6K 0.01% 1398
2024
Q2 		$773K Buy
+11,577
New +$769K 0.01% 1347

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return